Cary Street Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cary Street Partners’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.16M	Sell	248,565 -2,153	-0.9%	-$74.1K	0.2%	116
2026 Q1	$7.76M	Sell	250,718 -4,188	-2%	-$133K	0.19%	124
2025 Q4	$7.67M	Sell	254,906 -1,982	-0.8%	-$59.1K	0.19%	126
2025 Q3	$7.61M	Sell	256,888 -9,615	-4%	-$280K	0.2%	123
2025 Q2	$7.48M	Sell	266,503 -17,494	-6%	-$461K	0.21%	118
2025 Q1	$7.44M	Sell	283,997 -13,863	-5%	-$386K	0.24%	102
2024 Q4	$8.25M	Buy	+297,860	New	+$8.49M	0.27%	93

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cary Street Partners's SCHM Position: Q2 2026 in Review

Cary Street Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.86% in Q2 2026, selling an estimated $74.1K and leaving 248,565 shares worth $9.16M. The position accounts for 0.2% of the portfolio, ranked #116.

Cary Street Partners first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Cary Street Partners held 248,565 shares of Schwab US Mid-Cap ETF worth $9.16M as of Q2 2026.
Cary Street Partners sold 2,153 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $74.1K.
Schwab US Mid-Cap ETF made up 0.2% of Cary Street Partners's portfolio in Q2 2026, its #116 holding.
Cary Street Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.